Forms
| MEMBER FORMS | |
| Become a Member Application form | Use this online form to become a new employer-supported member or personal member of MTAA Super. A paper copy is available in the Member PDS |
| Rollover form | Use this form to rollover the whole or partial balance of your super benefits into MTAA Super |
| Proof of ID | This explains the ID and change of name requirements to allow withdrawals from your Super Fund |
| Notification to employer: Choice of fund |
Provide this form, completed and signed to your employer if you would like your super paid into MTAA Super, You can use this instead of the ‘Standard Choice’ form given to you by your employer. The form also includes the statement of compliance. |
| Member investment choice form | Use this form to choose how your super is invested |
| Binding death benefit nomination | Use this form to make, change or cancel a binding death benefit nomination |
| MTAA Super Withdrawal | To make a partial or full withdrawal from your MTAA Super account please contact MTAA Super on 1300 362 415 |
| Salary sacrifice contribution form | Use this form if you wish to make before-tax contributions to your super through your employer |
| Deduction for personal super contributions | Use this form to claim a tax deduction for your personal contribution. Please note: You must send us this form before you submit your tax return |
| Change of details | Use this form to make a change to your personal or bank details |
| Third Party Authorisation | Use this form to authorise MTAA Super to provide information about your MTAA Super account to the person you nominate |
| PENSION FORMS | |
Pension application form |
Use this form to become a new pension member in MTAA Super. Please note this application is only available within the PDS |
| Proof of ID | This explains the ID and change of name requirements to allow withdrawals from your Super Fund |
| Pension rollover | Use this form to rollover the whole or partial balance of your super benefits into MTAA Super |
| Pension Investment Choice | Use this form to make an investment switch in your MTAA Super Pension |
| Tax file number declaration | Use this form to provide MTAA Super with your Tax File Number |
| Pension Withdrawal (FOR PENSION MEMBERS ONLY) | Use this form to make a partial or full withdrawal from your MTAA Super Pension |
| Variation form | Use this form to make a change to your personal details, your pension payment amount or frequency or your bank details. |
| Binding death benefit nomination form | Use this form to make, change or cancel a binding death benefit nomination |
| Withholding Declaration | Use this declaration to authorise your payer to adjust the amount withheld from payments made to you. |
| Condition of Release Notification (TTR members only) | Use this notification to advise MTAA Super that you have met a condition of release. |
| INVESTMENT FORMS | |
| Member investment choice form | Use this form to choose how your superannuation is invested |
| Pension Investment Choice | Use this form to make an investment switch in your MTAA Super Pension |
| INSURANCE FORMS | |
| Application for Additional Insurance | Use this online form if you wish to apply for additional insurance cover |
| Transfer Insurance Cover | New members may use this form to apply to replace their current insurance with MTAA Super insurance |
| Application to change your workscale | Use this form if you wish to transfer your existing MTAA Super insurance cover from the general scale to the non-manual or professional scale |
| Application to increase insurance cover on joining | Use this form if you wish to apply for an increased amount of insurance cover (employer supported members only) |
| Application for Life Event cover | Use this form to apply for additional cover within 60 days of a life event occuring |
| Election to continue insurance cover on your account | Use this election form if you wish to keep your insurance cover even if your account becomes inactive for a continuous period of 16 months. |
| Opt-in to default Death and Total and Permanent Disablement cover (TPD) |
Use this form if you wish to opt-in to default Death and Total and Permanent Disablement (TPD) cover. |